As artificial intelligence, data centers, electrification, and industrial reshoring reshape global energy demand, power infrastructure has become one of the most compelling long-term investment themes. For advisors looking beyond traditional energy allocations, the conversation is rapidly shifting toward the systems that generate, transmit, store, and distribute next gen power.

The TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) was designed to capture companies helping meet the world's growing power needs through renewable energy, grid modernization, storage solutions, nuclear power, natural gas infrastructure, and related technologies. PWRZ invests in companies engaged in innovative, sustainable, and scalable solutions across the global next gen power ecosystem.‍

Below are seven trends potentially driving the next generation of power infrastructure and why advisors are paying attention.

1. AI Is Creating an Unprecedented Need

The rise of artificial intelligence is no longer just a technology story. It is increasingly an energy story. Large-scale AI models, cloud computing, and data centers require massive amounts of electricity. As hyperscalers continue expanding infrastructure globally, utilities, grid operators, and power producers are being pushed to increase capacity.

Advisor takeaway: The AI theme extends well beyond semiconductors. Power generation, transmission, and storage may become critical beneficiaries of this growing demand.

2. Grid Modernization Has Become a Global Priority

Many electrical grids were built decades ago and were not designed to handle today's energy demands. Governments and utilities are investing heavily in transmission upgrades, digital monitoring systems, and grid resiliency improvements. Even as renewable generation expands, that power must still be delivered efficiently to consumers and businesses. Investment in grids and storage is expected to remain one of the largest areas of energy spending globally.

Advisor takeaway: Grid modernization represents a multi-decade infrastructure theme that may benefit a wide range of companies beyond traditional utilities.

3. Nuclear Energy Is Making a Comeback

For years, nuclear power remained largely outside mainstream investment discussions. Today, that is changing. Countries across North America, Europe, and Asia are revisiting nuclear energy as a reliable source of baseload power capable of supporting growing power demand while helping reduce emissions. More than 40 countries now include nuclear power in their long-term energy strategies, with global nuclear capacity projected to increase significantly through 2050.

Advisor takeaway: The nuclear renaissance may create opportunities across supply chains, reactor technology, engineering, and power generation infrastructure.

4. Energy Storage Is Becoming Essential

Renewable power generation is only part of the equation. Energy storage is increasingly critical to enabling consistent, reliable electricity delivery. Battery technology continues improving while costs have fallen dramatically over the past decade. Large-scale storage systems help smooth energy supply and support grid reliability during periods of peak demand.

Advisor takeaway: Storage may become one of the most important enablers of the broader energy transition and grid modernization movement.

5. Natural Gas Remains a Critical Bridge Fuel

While renewable energy receives much of the attention, natural gas continues to play an important role in meeting global energy needs. Many utilities view natural gas as a practical complement to intermittent renewable generation, particularly during periods of high demand or lower renewable output. Natural gas is included as a component of the broader "Next Gen Power" ecosystem, particularly as liquefied natural gas (LNG) infrastructure expands globally.

Advisor takeaway: The future power landscape may be more diversified than many investors expect, creating opportunities across multiple energy sources.

6. Renewable Energy Growth Continues

Solar, wind, hydro, geothermal, and biofuel technologies continue attracting investment worldwide. While short-term policy headlines may fluctuate, the long-term economics of many renewable energy sources continue improving. Falling equipment costs, growing demand, and technological innovation remain supportive factors. Renewables are expected to become a growing share of the global energy mix through 2050.

Advisor takeaway: Advisors seeking exposure to long-term energy innovation may find opportunities beyond traditional fossil fuel investments.

7. Power Infrastructure Is Emerging as a Distinct Investment Theme

Historically, investors often treated utilities, energy producers, and infrastructure assets as separate portfolio allocations. Today's environment is creating a broader investable theme centered around next gen power.

Power generation, storage, transmission, grid management, and supporting technologies are increasingly interconnected and influenced by the same secular growth drivers:

• AI and data centers
• Electrification
• Industrial reshoring
• Energy security
• Grid modernization
• Decarbonization initiatives

Advisor takeaway: Rather than making isolated bets on individual industries, advisors may increasingly look for solutions that provide diversified exposure across the power ecosystem.

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Frequently Asked Questions About Next Generation Power Investing

What factors are contributing to power infrastructure investment?

Growing global electricity demand, AI adoption, data center expansion, electrification trends, energy security initiatives, and grid modernization needs are all contributing factors.

Why are advisors discussing power infrastructure now?

Many of the forces driving electricity demand are long-term in nature and may create investment opportunities across multiple sectors.

Does next-generation power only mean renewable energy?

No. The theme often includes renewables, energy storage, transmission infrastructure, nuclear power, natural gas assets, and technologies supporting reliable power delivery.‍

How can advisors gain diversified exposure?

Some thematic strategies invest across multiple areas of the power value chain rather than focusing on a single technology or fuel source.

‍Diversification does not ensure a profit or protect against loss.

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Portfolio Tool Spotlight: PWRZ

The TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) seeks to provide exposure to companies positioned to meet the world's growing electricity needs. The portfolio includes businesses involved in power generation, transmission, storage, and supporting infrastructure across both traditional and emerging energy sources.

For advisors looking to complement AI, infrastructure, industrial, or energy allocations, PWRZ may offer a differentiated way to participate in an important secular trend of the next decade: the global demand for power.

Contact us to learn more about PWRZ and how it can fit within a diversified portfolio construction framework.

This material is for informational purposes only and is not investment advice or a recommendation to buy or sell any security. Investing involves risk, including possible loss of principal. Investments in the energy, infrastructure, utilities, and technology sectors may be volatile and may be adversely affected by sector-specific risks. There is no guarantee that any investment strategy will be successful.